Product Updates

New Reporting Engine

New Reporting Engine

We have redesigned our reporting engine to be easier, faster, and to handle larger amounts of data without timing out. In addition, you no longer have to stay on the page while requesting an investor or holding report – you can request the report, click on other dashboard pages to continue working, and then download the report once it has finished generating. You’ll also be able to download reports again that were generated in the past few days and have other members of your team download them so you don’t have to email confidential reports around or generate a new report if you forget to save it.

Enhancements:

Easier

Faster

Allows for bigger reports

Continue working on other things in the system while the report generates

How to Download Reports

Instead of a button that generates and downloads a report, we have upgraded our system to split the capabilities. This means when you generate a report, it will be created in the background and then appear in a table that shows you all the reports that have been generated in the last few days. These reports can be downloaded by any of your admins as many times as needed without having to generate new reports every time. Once the report is available for download, you’ll see a “Download” button in the table. You’ll also get an email informing you that your report is complete.

Investors Report

To download a report of your investors:

Go to the offering

Click on the “Investors Report” tab

Select what format you want the report in

Wait for the report to generate, once it has generated, the download button will become available

Holdings Report

To download a report of holders of a security:

Go to the security

Click on the “Holdings Report” tab

Select what format you want the report in

Wait for the report to generate, once it has generated, the download button will become available

Billing Report

To download a report of fees assessed:

Go to the “Reports” tab

Click on the ” New Billing Transactions Report” button

Select what format you want the report in

Wait for the report to generate, once it has generated, the download button will become available

Kevin Lehtiniitty - author

Legal Disclaimer:
These materials are my personal opinions and for informational purposes only and not for the purpose of providing legal or tax advice. I am not advocating, advising or recommending anyone purchase any specific or general investment of any type, ever. The issues discussed include complicated areas of law and legal advice should only be obtained and relied upon from a securities attorney about your specific circumstances.

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